Varonis Shares Drop 19.3% to $21.42
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy VRNS?
Varonis is down -19.3%, or -$5.11 to $21.42.
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Analyst Views on VRNS
Wall Street analysts forecast VRNS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRNS is 52.18 USD with a low forecast of 37.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 22.210
Low
37.00
Averages
52.18
High
80.00
Current: 22.210
Low
37.00
Averages
52.18
High
80.00
About VRNS
Varonis Systems, Inc. is a data security company. The Company’s cloud-native data security platform discovers and classifies critical data, removes exposures, and detects advanced threats with artificial intelligence (AI)-powered automation. Varonis software enables enterprises of all sizes and industries to protect data stored in the cloud and on-premises, including sensitive files, emails and databases; confidential personal data belonging to customers, patients and employees; financial records; source code, strategic and product plans; and other intellectual property. Its SaaS product portfolio includes two product lines: its flagship Varonis Data Security Platform, which protects Microsoft 365, Windows file shares, Active Directory, Edge devices (VPN, DNS, proxy), UNIX/Linux and hybrid NAS storage, and DatAdvantage Cloud, which protects IaaS environments and SaaS applications, such as Salesforce, AWS, Azure, Google Cloud, Google Workspace, Databricks, ServiceNow, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Varonis Systems Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased Varonis Systems (NASDAQ: VRNS) common stock between February 4, 2025, and October 28, 2025, to apply as lead plaintiffs by March 9, 2026, to participate in the class action without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that Varonis failed to maintain annual recurring revenue (ARR) projections and could not effectively convince existing customers to transition to the software-as-a-service (SaaS) model, resulting in significantly reduced ARR growth potential and investor losses.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its strong capabilities in this field.
- Investor Guidance: Investors are advised to carefully select counsel with a proven track record to ensure effective representation in the class action, avoiding firms that merely act as intermediaries.
See More
Multiple Companies Face Class Action Lawsuits
- Varonis Systems Lawsuit: During the class period from February 4, 2025, to October 28, 2025, Varonis is accused of failing to sustain its annual recurring revenue growth, which has severely undermined investor confidence in the company's prospects, with a lead plaintiff deadline set for March 9, 2026.
- Ardent Health Allegations: Ardent Health faces accusations from July 18, 2024, to November 12, 2025, of inaccurately assessing the collectability of accounts receivable, leading to significant misrepresentation of its financial health, with investors required to act by March 9, 2026.
- CoreWeave Risk Disclosure: CoreWeave is alleged to have overstated its ability to meet customer demand during the period from March 28, 2025, to December 15, 2025, failing to adequately disclose the risks associated with reliance on a single third-party data center, which could materially impact revenue, with a lead plaintiff deadline of March 13, 2026.
- Bath & Body Works Financial Misrepresentation: Bath & Body Works is accused of failing to meet its financial guidance during the period from June 4, 2024, to November 19, 2025, with its brand collaboration strategy not effectively growing its customer base, requiring investor action by March 16, 2026.
See More
Varonis Systems Faces Securities Class Action Lawsuit
- Lawsuit Background: Varonis Systems, Inc. (NASDAQ: VRNS) is facing a securities class action lawsuit due to alleged material misstatements during the period from February 4, 2025, to October 28, 2025, with affected investors seeking recovery for their investment losses, highlighting potential deficiencies in the company's transparency and compliance.
- Investor Impact: The lawsuit targets investors who purchased or acquired Varonis common stock during the specified period, indicating that the company may have failed to sustain its annual recurring revenue (ARR) growth trajectory, which could lead to diminished investor confidence and negatively affect stock performance.
- Legal Process: The lead plaintiff deadline is set for March 9, 2026, allowing investors the option to become lead plaintiffs in the class action or to remain absent class members, a process that may influence the litigation's progress and outcomes, reflecting the proactive role of investors in legal recourse.
- Law Firm's Role: Kessler Topaz Meltzer & Check, LLP, as the representing law firm, specializes in securities fraud class actions, indicating its expertise and influence in investor protection, potentially providing crucial legal support for affected investors.
See More
Varonis Systems Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Varonis Systems, seeking damages for investors who purchased securities between February 4, 2025, and October 28, 2025, indicating strong investor response to potential fraud allegations.
- False Statements Allegations: The complaint alleges that Varonis made overly optimistic statements while concealing its inability to effectively transition existing customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices, highlighting serious governance issues within the company.
- Risk of Financial Loss: The failure to maintain customers has significantly reduced Varonis's annual recurring revenue (ARR) growth potential, exposing investors to financial losses due to the company's poor performance, which could impact its future market standing.
- Investor Rights Protection: Investors have until March 9, 2026, to apply as lead plaintiffs, with Bronstein, Gewirtz & Grossman, LLC offering risk-free legal services, emphasizing their commitment to protecting investor rights and upholding market integrity.
See More
VRNS Investors Alerted to Class Action Deadline
- Lawsuit Notification: Hagens Berman law firm is alerting investors in Varonis Systems, Inc. (NASDAQ:VRNS) about the March 9, 2026, lead plaintiff deadline for a pending securities class action lawsuit against the company and its executives, aimed at representing investors who purchased shares between February 4, 2025, and October 28, 2025.
- Performance Decline: The lawsuit alleges that Varonis executives misled the market regarding the transition to a Software-as-a-Service (SaaS) platform, resulting in a staggering 63.9% year-over-year decline in annual recurring revenue (ARR) disclosed on October 28, 2025, which triggered a 48% stock crash and a loss of $3.8 billion in market capitalization.
- Investor Losses: Hagens Berman urges VRNS investors who suffered significant losses to submit their information promptly to participate in the lawsuit and seek compensation, highlighting systemic risks in the company's transition strategy.
- Whistleblower Program: The firm encourages individuals with non-public information to consider the SEC Whistleblower program, where providing original information may yield rewards of up to 30% of any successful recovery, further exposing potential issues in the company's transition process.
See More
Class Action Lawsuit Reminder Against Varonis Systems, Inc.
- Class Action Notice: The Schall Law Firm reminds investors of a class action lawsuit against Varonis Systems, Inc. for violations of the Securities Exchange Act, concerning securities purchased between February 4, 2025, and October 28, 2025, with a deadline to contact the firm by March 9, 2026.
- False Statement Allegations: The complaint alleges that Varonis made overly optimistic claims about converting existing customers to its SaaS platform, while the company struggled to persuade customers to switch, thereby limiting opportunities for Annual Recurring Revenue (ARR) growth.
- Market Reaction Impact: As the market learned the truth about Varonis, investors suffered damages, indicating that the company's public statements were false and materially misleading throughout the class period, which could negatively impact its stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for affected shareholders, encouraging them to join the lawsuit for potential recovery, emphasizing that investors are not represented by an attorney until the class action is certified.
See More
Varonis Systems Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased Varonis Systems (NASDAQ: VRNS) common stock between February 4, 2025, and October 28, 2025, to apply as lead plaintiffs by March 9, 2026, to participate in the class action without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that Varonis failed to maintain annual recurring revenue (ARR) projections and could not effectively convince existing customers to transition to the software-as-a-service (SaaS) model, resulting in significantly reduced ARR growth potential and investor losses.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its strong capabilities in this field.
- Investor Guidance: Investors are advised to carefully select counsel with a proven track record to ensure effective representation in the class action, avoiding firms that merely act as intermediaries.
See More
Multiple Companies Face Class Action Lawsuits
- Varonis Systems Lawsuit: During the class period from February 4, 2025, to October 28, 2025, Varonis is accused of failing to sustain its annual recurring revenue growth, which has severely undermined investor confidence in the company's prospects, with a lead plaintiff deadline set for March 9, 2026.
- Ardent Health Allegations: Ardent Health faces accusations from July 18, 2024, to November 12, 2025, of inaccurately assessing the collectability of accounts receivable, leading to significant misrepresentation of its financial health, with investors required to act by March 9, 2026.
- CoreWeave Risk Disclosure: CoreWeave is alleged to have overstated its ability to meet customer demand during the period from March 28, 2025, to December 15, 2025, failing to adequately disclose the risks associated with reliance on a single third-party data center, which could materially impact revenue, with a lead plaintiff deadline of March 13, 2026.
- Bath & Body Works Financial Misrepresentation: Bath & Body Works is accused of failing to meet its financial guidance during the period from June 4, 2024, to November 19, 2025, with its brand collaboration strategy not effectively growing its customer base, requiring investor action by March 16, 2026.
See More
Varonis Systems Faces Securities Class Action Lawsuit
- Lawsuit Background: Varonis Systems, Inc. (NASDAQ: VRNS) is facing a securities class action lawsuit due to alleged material misstatements during the period from February 4, 2025, to October 28, 2025, with affected investors seeking recovery for their investment losses, highlighting potential deficiencies in the company's transparency and compliance.
- Investor Impact: The lawsuit targets investors who purchased or acquired Varonis common stock during the specified period, indicating that the company may have failed to sustain its annual recurring revenue (ARR) growth trajectory, which could lead to diminished investor confidence and negatively affect stock performance.
- Legal Process: The lead plaintiff deadline is set for March 9, 2026, allowing investors the option to become lead plaintiffs in the class action or to remain absent class members, a process that may influence the litigation's progress and outcomes, reflecting the proactive role of investors in legal recourse.
- Law Firm's Role: Kessler Topaz Meltzer & Check, LLP, as the representing law firm, specializes in securities fraud class actions, indicating its expertise and influence in investor protection, potentially providing crucial legal support for affected investors.
See More
Varonis Systems Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Varonis Systems, seeking damages for investors who purchased securities between February 4, 2025, and October 28, 2025, indicating strong investor response to potential fraud allegations.
- False Statements Allegations: The complaint alleges that Varonis made overly optimistic statements while concealing its inability to effectively transition existing customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices, highlighting serious governance issues within the company.
- Risk of Financial Loss: The failure to maintain customers has significantly reduced Varonis's annual recurring revenue (ARR) growth potential, exposing investors to financial losses due to the company's poor performance, which could impact its future market standing.
- Investor Rights Protection: Investors have until March 9, 2026, to apply as lead plaintiffs, with Bronstein, Gewirtz & Grossman, LLC offering risk-free legal services, emphasizing their commitment to protecting investor rights and upholding market integrity.
See More
VRNS Investors Alerted to Class Action Deadline
- Lawsuit Notification: Hagens Berman law firm is alerting investors in Varonis Systems, Inc. (NASDAQ:VRNS) about the March 9, 2026, lead plaintiff deadline for a pending securities class action lawsuit against the company and its executives, aimed at representing investors who purchased shares between February 4, 2025, and October 28, 2025.
- Performance Decline: The lawsuit alleges that Varonis executives misled the market regarding the transition to a Software-as-a-Service (SaaS) platform, resulting in a staggering 63.9% year-over-year decline in annual recurring revenue (ARR) disclosed on October 28, 2025, which triggered a 48% stock crash and a loss of $3.8 billion in market capitalization.
- Investor Losses: Hagens Berman urges VRNS investors who suffered significant losses to submit their information promptly to participate in the lawsuit and seek compensation, highlighting systemic risks in the company's transition strategy.
- Whistleblower Program: The firm encourages individuals with non-public information to consider the SEC Whistleblower program, where providing original information may yield rewards of up to 30% of any successful recovery, further exposing potential issues in the company's transition process.
See More
Class Action Lawsuit Reminder Against Varonis Systems, Inc.
- Class Action Notice: The Schall Law Firm reminds investors of a class action lawsuit against Varonis Systems, Inc. for violations of the Securities Exchange Act, concerning securities purchased between February 4, 2025, and October 28, 2025, with a deadline to contact the firm by March 9, 2026.
- False Statement Allegations: The complaint alleges that Varonis made overly optimistic claims about converting existing customers to its SaaS platform, while the company struggled to persuade customers to switch, thereby limiting opportunities for Annual Recurring Revenue (ARR) growth.
- Market Reaction Impact: As the market learned the truth about Varonis, investors suffered damages, indicating that the company's public statements were false and materially misleading throughout the class period, which could negatively impact its stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for affected shareholders, encouraging them to join the lawsuit for potential recovery, emphasizing that investors are not represented by an attorney until the class action is certified.
See More
